See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,580 | $53,822+107.3% | $75,696+47.4% | $85,850+30.0% |
| Participation rate | 90.4% | 69.1%+21.3pp | 74.8%+15.5pp | 69.3%+21.1pp |
| Annual return | 15.27% | 24.54%-9.3pp | 104.53%-89.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $5,168 | $2,017+156.3% | $2,743+88.4% | $2,565+101.5% |
| Participant deferral / active EE | $4,740 | $2,895+63.7% | $3,821+24.0% | $3,952+19.9% |
| Admin fee / account holder | $1,586 | $3,343-52.6% | $3,619-56.2% | $6,260-74.7% |